Practice management
Activate Consolidated accounts
From Practice management you can activate the solution Consolidated accounts for your customers.
This is a web-based solution for accounting offices, helping you to increase efficiency and profitability by managing your entire group, including sub-groups, where values are seamlessly updated upwards in the group. In addition to the retrieval of accounting data, we also automatically retrieve data for the annual accounts of the various group companies. The service supports consolidated annual accounts according to K3 and is integrated with Tax & Annual accounts.
Watch this movie Bjud in till samarbete (in Swedish), to see how it works. And in the movie Acceptera samarbete, you can see how it will look like when a customer receives an invitation for a collaboration.
To be able to activate, you first need to have a task connected to the customer in Practice management.
Activate Consolidated accounts from within Practice management
- Go to Customers .
- Select the customer you want to activate the solution for.
- Select the tab Collaborations.
- Click on the icon for Consolidated accounts.
- On the page, select Activate.
- Select an assignment for the solution in the Task list.
- On the page, select Activate.
